GEBHARDT FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
GEBHARDT FOUNDATION INC (EIN 39-1574609)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-06
IRS object ID
201401269349100710
Schema version
2013v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-05-06T09:13:25-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110000 INNOVATION DR SUITE 250AddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code532264837ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391574609EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GEBHARDT FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlGEBHBusinessNameControlTxt
Phone4143557740PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17123 W CALUMET ROADAddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code53223ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM GEBHARDTPersonNm
Person TitleMANAGERPersonTitleTxt
Phone4143557740PhoneNum
Signature2014-05-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICHARD SPLETTER CPAPreparerPersonNm
PTINP00651628PTIN
Phone4144319300PhoneNum
Preparation2014-05-01PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,770,362FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$26,108DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,108DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$94,223NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$143,914GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$94,223CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$120,331TotalRevAndExpnssAmt
Total Net Invst Incm$120,331TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$374LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,241OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,403TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,403TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,518TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,403TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$35,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$35,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$45,518TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,403TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$35,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$74,813ExcessRevenueOverExpensesAmt
Net Investment Income$118,928NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$50,152CashBOYAmt
Cash EOY$61,874CashEOYAmt
Cash EOYFMV$61,874CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,362SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,251SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,251SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,152,947OtherInvestmentsBOYAmt
Other Investments EOY$1,216,149OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,705,237OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,206,461TotalAssetsBOYAmt
Total Assets EOY$1,281,274TotalAssetsEOYAmt
Total Assets EOYFMV$1,770,362TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$1,206,461UnrestrictedBOYAmt
Unrestricted EOY$1,281,274UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$1,206,461TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,281,274TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,206,461TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,281,274TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,206,461TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$74,813ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,281,274SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,281,274TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
DODGE AND COX INTL2012-12-202013-05-02$1,000$921$79$79
2005-05-132013-07-26$17,000$14,074$2,926$2,926
2012-12-312013-07-26$46,000$34,696$11,304$11,304
CAPITAL GAINS DIVIDENDS$79,914$79,914$79,914P
FieldValueIRS element (for citing)
Capital Gain Net Income$94,223CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$42,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,327,041NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.032026DistributionYr1Rt
Adjusted Qlfy Distri Yr2$57,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,259,890NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.045798DistributionYr2Rt
Adjusted Qlfy Distri Yr3$43,200AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,200,288NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.035991DistributionYr3Rt
Adjusted Qlfy Distri Yr4$39,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,010,766NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.039178DistributionYr4Rt
Adjusted Qlfy Distri Yr5$126,555AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,036,837NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.122059DistributionYr5Rt
Total Distribution0.275052TotalDistributionRt
Average Distribution0.055010AverageDistributionRt
Net Vl Noncharitable Assets$1,576,493NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$86,723AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,189NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$87,912AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$35,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,379InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,379SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,379TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,179TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILLIAM GEBHARDTIndividualWithBooksNm
Phone4143557740PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17123 W CALUMET ROADAddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code53223ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM GEBHARDT
7123 W CALUMET ROADMILWAUKEEWI53223NONE0.00$0$0$0
SUSAN GEBHARDT
7123 W CALUMET ROADMILWAUKEEWI53223NONE0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,541,181AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$59,320AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,600,501TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,600,501AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,008CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,576,493NetVlNoncharitableAssetsAmt
Minimum Investment Return$78,825MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$78,825MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,379TaxBasedOnInvestmentIncomeAmt
Total Tax$2,379TotalTaxAmt
Distributable Before Adj$76,446DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$76,446DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$76,446DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$35,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$35,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$35,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$76,446DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$52,821ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$52,821TotalExcessDistributionCyovAmt
Qualifying Distributions$35,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$35,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$41,446ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$41,446ExcessDistributionCyovAppCYAmt
Total Corpus$11,375TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$11,375ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BOYS & GIRLS CLUB OF GREATER MILWAUKEE
1558 NORTH 6TH STREETMILWAUKEEWI53212501(C)(3)UNRESTRICTED$2,500
MEQUONTHIENSVILLE SCHOOL DISTRICT
5000 WEST MEQUON ROADMEQUONWI53092SCHOOL DISTRICTUNRESTRICTED$2,500
UNITED PERFORMING ARTS FUND
929 N WATER STREET 4MILWAUKEEWI53202501(C)(3)UNRESTRICTED$12,000
UNITED WAY
225 WEST VINE STREETMILWAUKEEWI532123951501(C)(3)UNRESTRICTED$12,000
MARQUETTE UNIVERSITY HIGH SCHOOL
3401 W WISCONSINMILWAUKEEWI53208501(C)(3)UNRESTRICTED$5,000
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NWATLANTAGA30303501(C)(3)UNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$35,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,108ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$79,914ExclusionAmt
Related Or Exempt Function Incm$14,309RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$106,022ExclusionAmt
Related Or Exempt Function Incm$14,309RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$120,331TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1LineNumberTxt
Relationship StatementNOT APPLICABLERelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBAIRD MUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,216,149BookValueAmt
EOYFMV$1,705,237EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$374LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$7,241Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINCOME TAXCategoryTxt
Amt$1,403Amt
Net Investment Income$1,403NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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